Integrate Bexio with Zoho Mail

Send information between Bexio and Zoho Mail automatically, without writing any code, using Zoho Flow.

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Send a welcome email using Zoho Mail when a new company is created in Bexio

Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Zoho Mail to new companies created in Bexio.

How it works
  1. The flow triggers when a company is added or updated in Bexio.
  2. Zoho Flow creates and sends a new email in Zoho Mail.
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Send a welcome email using Zoho Mail when a new company is created in Bexio

Bexio + Zoho Mail

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Supported triggers and actions

Integrate Bexio and Zoho Mail using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New product created

Triggers when a new product is created

Company created or updated

Triggers when a new company is added or details of an existing company are updated

Person added or updated

Triggers when a new person is added or details of an existing person are updated

Quote created or updated

Triggers when a quote or offer is created or details of an existing quote are updated

Sales invoice created or updated

Triggers when a sales invoice is created or an existing one is updated with the selected status

Email matching search received

Triggers when a new email matching the given conditions is received

Email sent

Triggers when an email is sent

Email received

Triggers when a new email is received

Email received from particular sender

Triggers when a new email is received from the specified email address

Email tagged

Triggers when an email is tagged.

All Actions - Actions are the automated tasks

Create contact relation

Links a sub contact to a parent contact

Find company

Finds the details of the specified company

Create product

Creates a new product

Find country

Finds the details of the specified country

Find person

Finds the details of the specified person

Update person

Updates the details of the specified person

Create project

Creates a new project

Create timesheet

Creates a new timesheet

Find product

Finds the details of an existing product by name

Update company

Updates the details of the specified company

Create company

Creates a new company

Update project

Updates the details of an existing project

Update product

Updates the details of on existing product by ID

Create person

Creates a new person

Find project

Finds the details of an existing project

Find currency

Finds a currency by name or ID

Find business activity

Finds the details of an existing business activity

Find salutation title

Find the details of an existing salutation title

Find language

Finds the details of an existing language

Find user

Finds the details of the specified user by email or user ID

Find salutation form

Find the details of an existing salutation form

Create task

Creates a new task

Apply tag on email

Applies a tag on the selected email by message ID

Add member to group

Adds a new member to an existing organization

Update permalink

Updates the details of an existing permalink by message ID

Move email to folder

Moves an email to the selected folder

Fetch permalink

Fetches the details of an existing permalink by its unique message ID

Fetch email

Fetches the details of an existing email by its unique message ID

Remove permalink

Removes the specified permalink

Create draft

Creates a new email and stores it in the draft folder

Create note

Creates a new personal note or a group note

Reply to an email

Sends reply to a received email using message ID

Create permalink

Creates a permalink for a specific message by ID

Send email

Creates and sends a new email

Create folder

Creates a new folder

Add user to organization

Adds a new user to an existing organization

What is Bexio?

Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.

Accounting CRM Dashboard

What is Zoho Mail?

Zoho Mail is an ad-free email hosting service that ensures data privacy. You can take notes, add contacts, create documents, and attach them to emails with the inbuilt integrations.

Email Popular Zoho

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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